Sundaram Conservative Hybrid Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 9.76 | 8.77 | 6.8 | 6.96 |
Average Rolling Returns(%) | 8.78 | 8.31 | 7.77 | 7.69 |
The Current NAV of Sundaram Conservative Hybrid Fund - Growth is ₹27.20.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
Sundaram Conservative Hybrid Fund - Growth fund’s expense ratio is 2.16%
The process for redemption is
The AUM of Sundaram Conservative Hybrid Fund - Growth is currently ₹30 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 12% and 18% of fund’s portfolio respectively.
Top three sectors of Sundaram Conservative Hybrid Fund - Growth fund are Others, Miscellaneous and BFSI accounting for 89% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Conservative Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Conservative Hybrid Fund - Growth Fund is Hybrid - Conservative Hybrid Fund.
S. Bharath and Ashish Agarwal manage the Sundaram Conservative Hybrid Fund - Growth Fund.
Sundaram Conservative Hybrid Fund - Growth current PE ratio is 34.87 and PB ratio is 5.97
The asset allocation of Sundaram Conservative Hybrid Fund - Growth is Stocks : 20.73%, Debt : 78.28% and Gold : 1.23%
The minimum SIP amount for Sundaram Conservative Hybrid Fund - Growth is ₹250.00 and minimum lumpsum is ₹5000.00
The exit load for Sundaram Conservative Hybrid Fund - Growth is Nil